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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
501
Trustmark National Bank Trust Department
Mississippi
$1.9M +$52.1K +1,527 +3%
CANC
502
Culbertson A N & Co
Virginia
$1.88M -$155K -4,533 -8%
FPCG
503
Fort Pitt Capital Group
Pennsylvania
$1.86M +$1.86M +54,652 New
NEI
504
Northwest & Ethical Investments
Ontario, Canada
$1.84M
TC
505
Trilogy Capital
California
$1.84M +$1.84M +53,906 New
PPWP
506
Proquility Private Wealth Partners
Nevada
$1.84M +$996K +29,203 +118%
MGP
507
Metis Global Partners
California
$1.82M +$451K +13,235 +33%
PFO
508
Pathstone Family Office
New Jersey
$1.8M -$2.9M -82,963 -62%
AWA
509
Arkadios Wealth Advisors
Georgia
$1.8M +$297K +8,718 +20%
CWA
510
CM Wealth Advisors
Ohio
$1.78M +$1.78M +58,262 New
RK
511
Rather & Kittrell
Tennessee
$1.76M
ET
512
Equitable Trust
Tennessee
$1.76M -$655K -19,218 -27%
VNA
513
Valley National Advisers
Pennsylvania
$1.75M +$4.33K +136 +0.2%
ACM
514
Argyle Capital Management
Pennsylvania
$1.74M +$102K +3,000 +6%
MIFH
515
Migdal Insurance & Financial Holdings
Israel
$1.74M +$1.3M +38,446 +296%
WF
516
Welch & Forbes
Massachusetts
$1.74M -$37K -1,086 -2%
BFS
517
Bard Financial Services
Connecticut
$1.74M +$384K +11,250 +28%
QC
518
Quadrature Capital
United Kingdom
$1.72M -$6.21M -182,335 -78%
BFIM
519
Beese Fulmer Investment Management
Ohio
$1.71M +$606K +17,773 +55%
WMSA
520
Weiss Multi-Strategy Advisers
New York
$1.71M +$1.71M +50,000 New
HIC
521
Holderness Investments Company
North Carolina
$1.7M +$126K +3,696 +8%
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$1.69M -$45.9K -1,347 -3%
JIP
523
Jaffetilchin Investment Partners
Florida
$1.69M +$744K +21,819 +79%
WA
524
Waddell & Associates
Tennessee
$1.69M +$15.3K +450 +0.9%
IWA
525
IVC Wealth Advisors
Pennsylvania
$1.66M +$16.4K +481 +1%